Concurrent Investment Advisors, LLC SPY Holdings History
Concurrent Investment Advisors, LLC's SPDR S&P 500 ETF Trust Holding Summary
As of 2025-03-31, Concurrent Investment Advisors, LLC held 157,968.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $88.37 Mil. This investment constitutes 2.14% of their stock portfolio, and Concurrent Investment Advisors, LLC now holds 0.02% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2023Q4. And since then Concurrent Investment Advisors, LLC has made 3 purchases of SPY, at an average price of $454.17, for a total of 183,062.00 shares. In addition, there have been 2 sales at an average price of $559.09 for 25,094.00 shares. Based on historical transaction data and SPY's current price of $627.58, Concurrent Investment Advisors, LLC's estimated gain on his SPY holdings is $30.03 Mil, reflecting a 36.11% gain to date.
Concurrent Investment Advisors, LLC SPY ($627.58) Holding Chart
Concurrent Investment Advisors, LLC SPY ($627.58) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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